The $1.25 trillion merger between SpaceX and xAI are increasing expectations about the Space X IPO, which could come as early as June.What Polymarket Projects For Space X’s Market CapPolymarket traders are currently estimating that the closing market cap of SpaceX will be around $1.67 trillion, derived from the following probability bands:29% chance of >$2 Trillion34% chance of $1.4 Trillion – $2 Trillion9% chance of $1 Trillion – $1.4 Trillion15% chance of <$1 Trillion12% chance of “No IPO before 2028”To p ...

Group 1: Metals Trade - Silver has surged 1,213% recently, while gold is on track for its best day since 2008, indicating strong demand from central banks for gold as a reserve currency [2] - The market is expected to see a consolidation phase for a month or two after the recent rally in precious metals, but the bull market in industrial and precious metals remains intact [3][4] - A downside target for gold is around $4,200, while silver's downside target was $72, which was reached recently [5] Group 2: Technology Sector - The market is experiencing a broadening out, moving beyond just tech stocks, with a differentiation between winners and losers in the AI tech trade [8][11] - Earnings reports from major tech companies like Google are anticipated, which could influence market dynamics [10] - Valuations are becoming a key focus, with companies like Meta, Alphabet, and NVIDIA trading at reasonable valuations compared to others in the tech sector [12][13] Group 3: IPO Market - There is a significant pipeline of highly valued private companies expected to go public this year, with eight IPOs scheduled in the U.S. this week, the highest since 2021 [19][20] - Companies like SpaceX and OpenAI are among those generating excitement in the IPO market, with SpaceX trading at rich valuations due to its growth potential [20][21] Group 4: Interest Rates and Economic Impact - The Reserve Bank of Australia has raised interest rates, indicating a shift in global monetary policy as inflation pressures remain [23] - The rise in long-term interest rates and the weakness in the yen are expected to have global money flow effects and potential economic impacts [24]

stocks in the market. >> Join Pro for exclusive access to Josh >> WELCOME BACK. WE HAVE SO MUCH NEWS TO DISCUSS AND COVER TODAY.SO LET'S GET STRAIGHT TO THIS MORNING'S PANEL. JOINING ME IN STUDIO IS PETER BOOCKVAR CHIEF INVESTMENT OFFICER AT ONE POINT BFG WEALTH PARTNERS AND A CNBC CONTRIBUTOR. ALSO WITH US, TONY ZHANG, CHIEF STR CONTRIBUTOR.AND JASON WARE, CHIEF INVESTMENT OFFICER AND HEAD OF RESEARCH AT ALBION FINANCIAL GROUP. WELCOME TO ALL OF YOU. SO MUCH TO GET TO, PETER.I'M GOING TO KICK THIS ONE OFF ...

Wedbush’s Dan Ives @DivesTech says Tesla could eventually merge with SpaceX and xAI, forming one company across AI, autonomy, space, and robotics.That level of integration would be something we’ve never seen before!Huge value opportunity, or too complex to manage? What’s your take?👇 $TSLADan Ives (@DivesTech):SpaceX and xAI combine…Tesla next? In our view there is a growing chance that Tesla will eventually be merged in some form into SpaceX/xAI over time. The view is this growing AI ecosystem will focus on ...

Epstein Was an Early Coinbase Investor, Hyperliquid Up 17%, Elon Says Xai & Spacex Will Official Mergehttps://t.co/96bJ6yplPy ...

Core Viewpoint - SpaceX has officially completed the acquisition of xAI, with a combined valuation of $1.25 trillion, making it the most valuable private tech company globally [1] Group 1: Acquisition Details - The acquisition was conducted as an all-stock transaction, with SpaceX valued at $1 trillion and xAI at $250 billion, translating to a share price of approximately $527 [1] - This merger is aimed at creating a "super innovation engine" that integrates rockets, Starlink, AI models, and the X platform into a cohesive system [1] Group 2: Strategic Implications - xAI possesses the Grok AI model but incurs monthly losses exceeding $1 billion, highlighting a growing computational resource gap [1] - SpaceX's Starlink provides cash flow and global launch capabilities, which are essential for enhancing the AI narrative and boosting IPO valuation [1] - The merger is seen as complementary, with plans to launch a million satellites to establish an orbital computing network, addressing AI cooling and energy consumption challenges [1] Group 3: Market Positioning - This strategy aims to redefine the commercial space and AI landscape, allowing Musk's tech empire to extend from Earth to near-Earth orbit [1]

US stocks mostly fell as investors digested a wave of tech-focused earnings, precious metals jumped to continue their wild ride, and a partial government shutdown rolled into its fourth day. The tech-heavy Nasdaq Composite (^IXIC) sank by 0.8% after initially beginning the session in the green, while the S&P 500 (^GSPC) lost 0.4% after also starting the day up. Moving the other direction, the Dow Jones Industrial Average (^DJI) managed to avoid losses and pick up 0.1% after the blue-chip benchmark led gai ...

Group 1 - Tesla CEO Elon Musk confirmed that SpaceX will merge with his artificial intelligence startup xAI [1] - There is a "growing chance" that Tesla will eventually merge "in some form" with SpaceX/xAI within the next 18 months, according to Wedbush Securities analyst Dan Ives [1] - The merger of SpaceX and xAI is anticipated to occur ahead of SpaceX's planned IPO [1] Group 2 - Tesla's stock has shown positive movement as speculation around the merger increases [1] - Analysts have cut profit predictions for Tesla amid concerns over Elon Musk's significant spending plans and a reduction in the number of electric vehicle models [1] - Tesla's direct competitor in China is experiencing a sharp decline in domestic sales, contrasting with the positive outlook for Tesla [1]

RT James Hunt (@humanjets)ICYMI: Here's a quick news recap from today's Asia & EMEA sessions @TheBlock__ 👇🤖 Elon Musk's artificial intelligence firm, xAI, is recruiting a crypto quantitative expert, an operational move amid its merger with SpaceX into a single entity valued at a reported $1.25 trillion.🤑 Aave founder Stani Kulechov has bought a £22 million ($30 million) mansion in London's Notting Hill, according to Bloomberg.🥶 Crypto markets have been in a prolonged downturn since early 2025, and the curre ...

与此同时，特斯拉的角色也成为市场关注焦点。特斯拉上周宣布将向xAI投资约20亿美元。Wedbush认 为，特斯拉未来存在以某种形式并入SpaceX/xAI生态的可能，尤其在自动驾驶与机器人战略加速推进的 背景下，马斯克或将逐步整合其AI帝国的关键技术与资源。 Seeking Alpha分析机构The Techie进一步指出，特斯拉正从传统汽车制造商演变为"物理AI提供者"，其 能源存储业务可能成为支撑轨道数据中心的关键环节，而Optimus机器人布局也将使特斯拉成为马斯克 陆地与太空基础设施的重要工业支柱。 分析人士普遍认为，"轨道算力"叙事正在重新点燃太空板块热度，并为SpaceX未来登陆公开市场增添了 更清晰的AI驱动增长逻辑。随着AI算力需求与能源约束持续加剧，太空数据中心或将成为下一阶段科 技竞争的焦点之一。 智通财经APP获悉，航空航天研究机构The Aerospace Forum负责人Dhierin Bechai指出，SpaceX与xAI的 组合为投资者提供了"AI+太空"双重热门赛道的吸引力，但同时也可能让部分只想押注航天产业的投资 者感到顾虑，因为SpaceX未来若推进上市，其业务定位将不再单 ...